« Integrations

Zoho CRM integration

2 min read
updated: Jun 19, 2019

Using Zoho as your CRM and have LiveChat implemented on your page? Then set up this integration to automatically add chat visitors as leads in Zoho.

New lead in Zoho CRM

Follow the instructions below to create a Zap adding a LiveChat contact as a lead in Zoho CRM.

Creating the Zoho – LiveChat Zap

Creation of this Zap consists of three main parts:

  1. Setting up the trigger
    - choosing an event that will start data passing
  2. Configuring the action
    - setting up what will happen in the target app
  3. Launching the Zap
    - turning the integration on
You can use a ready-made Zap template to set up this integration. Check it out in LiveChat Zapbook.
You can use a ready-made Zap template to set up this integration. Check it out in LiveChat Zapbook.

Setting up LiveChat trigger

The first step to set up this integration is to determine a condition that will trigger an action in your target app.

  1. Log in to Zapier and click on Make a Zap in the upper menu.

Creating a new Zap

  1. Choose LiveChat as the Trigger App.
  2. Select Finished Chat as the Trigger.

Selecting LiveChat trigger

  1. Click on Save + Continue to proceed.
  2. Click on Connect a New Account and then provide your LiveChat login email and the API key. Next, click on Yes, continue to accept.

Entering your LiveChat account data

  1. You can rename the account and then click on Save + Continue.
  2. Select Fetch & Continue to test this step and make sure it is working properly.

Configuring the action in Zoho CRM

High time to configure what will happen in your target app after the chat is finished.

  1. Choose Zoho CRM as Action App.
  2. Then choose Create/Update Lead as the action and confirm by clicking on Continue.

Selecting Zoho action

  1. Grant Zapier the access to your Zoho by providing Auth Token in the pop-up window and clicking the orange button.

Authorizing application in Zapier

  1. Select your Zoho CRM account and confirm the choice by clicking on Save + Continue.
  2. Next, decide which data will be passed to Zoho.

Setting up the conditions

  1. After you finish, click on Continue button down the page to proceed.

Launching the Zap

Ready to go live? Let’s turn this integration on then.

  1. Zapier will ask you to test new Zap. Follow the instructions to make sure your Zap is working correctly.
  2. Next click on the Finish button.

Testing Zoho CRM

  1. Turn the Zap on by clicking on the grey switch and start passing information from LiveChat to Zoho.

Turning Zap on

Congratulations! You have just linked your LiveChat with Zoho through Zapier. At the end of each chat, it will pass new LiveChat contact as a lead to Zoho CRM.

New lead in Zoho CRM

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